Events

Join us for exclusive events and let's get to know each other better! We're here to help you succeed on your journey for tax advisory services. Don't miss out - sign up now!

In today's competitive business landscape, understanding the advantages of a C-Corporation structure can be pivotal for entrepreneurs and executives alike. One of the most significant benefits lies in its tax advantages. Unlike other business entities, C-Corporations can retain earnings, allowing for potential tax deferral and strategic reinvestment into the company's growth initiatives. 

Additionally, C-Corporations can offer a variety of stock incentive plans to attract and retain top talent. From employee stock options to restricted stock awards, these incentives align the interests of employees with those of shareholders, fostering a culture of ownership and commitment. However, navigating the complexities of C-Corporation tax laws requires careful planning and expertise. By staying abreast of IRS guidelines and leveraging the benefits of C-Corporation structures and stock incentives, businesses can position themselves for long-term success in today's dynamic marketplace.

In conclusion, while the advantages of C-corporations are well-known, the intricacies of tax planning and stock incentives can often be overlooked. By joining this CE Course, businesses can unlock hidden opportunities to minimize tax burdens and drive shareholder value through strategic stock incentive programs.

  • March 6th, 2025
  • 11 AM EST
  • Live Webinar with MYCPE ONE

If you’re serious about getting more high-net worth clients and increasing your AUM, tax planning is your secret weapon in 2025.

And we’ll show you how you can easily get started…even if you have no prior tax planning experience. 


Hosted by TaxPlanIQ CEO Dave Lukas.

  • March 19th, 2025
  • 12 PM EST
  • Live Webinar

If you are a TaxPlanIQ customer, you have free access to our Monthly Power Hours. Each power Hour includes 1 CPE provided by the CPA academy.

 This Month, we host Gary Moses, Chase Ravsten, and Eric Hoen of Vistial Capital to talk about Real Estate Development with a Charitable Option Donation (Fee Simple).

The "Fee Simple Tax Strategy" is a smart way to use raw land holdings to achieve significant tax savings while supporting charitable causes. By donating the land to a qualified organization, you can receive a substantial tax deduction based on the land’s value, reducing your overall tax burden.

  • March 20th, 2025
  • 12 PM CST
  • Live Webinar

Tax credits are powerful tools the IRS provides to reduce tax liability dollar-for-dollar. Unlike deductions that reduce your taxable income, tax credits directly reduce the tax you owe, making them highly valuable for individuals and businesses.

This CE Course is designed to provide individuals and businesses with a comprehensive understanding of IRS tax credits, ensuring participants can identify and claim credits they may be missing. Participants will learn about various tax credits available, eligibility criteria, documentation requirements, and how to maximize their tax savings through proper credit utilization.

By the end of this course, participants will understand the significance of IRS tax credits and be equipped with the knowledge and tools necessary to identify and claim credits they may have overlooked. Join this course, it aims to empower individuals and businesses to maximize their tax savings legally and efficiently by properly utilizing available tax credits.

  • April 3rd, 2025
  • 11 AM EST
  • Live Webinar with MYCPE ONE

If you are a TaxPlanIQ customer, you have free access to our Monthly Power Hours. Each power Hour includes 1 CPE provided by the CPA academy.

 This Month, we host Brett Swarts, Capital Gains Tax Solution to talk about Deferred Sales Trust.

  • April 17th, 2025
  • 12 PM CST
  • Live Webinar

Insurance tax planning is a critical component that businesses and individuals often overlook when managing their financial strategies. Understanding IRS regulations and guidelines related to insurance can significantly impact financial outcomes.

This CE Course will discuss insurance tax planning, which requires a nuanced understanding of IRS rules and regulations. By proactively addressing these considerations with the guidance of a knowledgeable tax advisor or insurance specialist, businesses and individuals can effectively manage their tax liabilities and optimize their financial security.

Join this course to master crucial IRS guidelines and optimize financial strategies through comprehensive insurance tax planning.

  • May 1st, 2025
  • 11 AM EST
  • Live Webinar with MYCPE ONE

Join us at GrowCon 2025 in Provo, Utah!



From May 5-7, we’ll be connecting with bookkeeping, accounting, and tax firm owners to share how strategic tax planning can drive profitability, create scalable growth, and set firms apart in an evolving industry. Don’t miss the chance to learn, network, and gain the tools to take your business to the next level!

  • May 5-7, 2025
  • Live Conference

Join us at EVOLVE 2025 in Las Vegas!

From May 5-7, we’ll be at the Cosmopolitan in Las Vegas for BDO Alliance USA’s premier conference, exploring how AI and strategic tax planning are reshaping the future for CPA firms. Connect with industry leaders, gain cutting-edge insights, and discover how forward-thinking firms are evolving for long-term success!

  • May 5-7, 2025
  • Live Conference

If you are a TaxPlanIQ customer, you have free access to our Monthly Power Hours. Each power Hour includes 1 CPE provided by the CPA academy.

 This Month, we host David Podell of Business Benefits Consultants to talk about a Solo 401K. 

  • May 22nd, 2025
  • 12 PM CST
  • Live Webinar

Join us at AICPA® & CIMA® ENGAGE 25 in Las Vegas!

From June 9-12, 2025, at the ARIA Resort & Casino, we’ll be connecting with top accounting professionals to discuss the future of tax planning, profitability, and advisory services. Don’t miss this opportunity to learn from industry leaders, expand your network, and gain insights to elevate your practice!

  • June 9–12, 2025
  • Live & Online Conference

Join us at the Elite Virtual Family Office Collective in San Diego!


From June 26-27, 2025, we’ll be connecting with top advisors and accountants to explore how collaboration and high-value tax planning services can drive profitability and client success. Don’t miss this opportunity to network, learn, and expand your expertise in serving high-net-worth clients!

  • June 26-27, 2025
  • Live Conference

Join us at Digital CPA® 2025 in Washington, D.C.!


From December 7-11, 2025, we’ll be at the forefront of innovation in tax and advisory services, connecting with forward-thinking accounting professionals. Explore the latest technology, strategies, and insights that are shaping the future of the profession—this is one event your firm won’t want to miss!

  • December 7-11, 2025
  • Live Conference

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